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Revv Documents
Tally

Connect Revv Documents and Tally

Explore ready-made Revv Documents and Tally templates and start automating in minutes.

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Create a custom workflow

Integrate Revv Documents with Tally and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Tally
Trigger: Watch New Responses
Revv Documents
Action: Select an action
1. Select a trigger

  • Triggers when a new form response is submitted.

2. Select an action

  • Clones a document.

  • Creates a new contact.

  • Creates a new document.

  • Creates a new folder in the main folder.

  • Deletes a contact.

  • Deletes selected folders.

  • Retrieves a contact.

  • Retrieves a document.

  • Performs an arbitrary authorized API call.

  • Moves selected folders into a folder.

  • Saves the details of signatories in the specified document.

  • Sends the document for eSign. Internally this also will check whether all the signatory details are filled.

  • Assigns fillers and sends the document to fill and eSign.

  • Updates a contact.

  • Updates a details of the specified signatories in the document.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Revv Documents and Tally.

Clone a Document
Clones a document.
Action
Create a Contact
Creates a new contact.
Action
Create a Document
Creates a new document.
Action
Create a Folder
Creates a new folder in the main folder.
Action
Delete a Contact
Deletes a contact.
Action
Delete Folders
Deletes selected folders.
Action
Get a Contact
Retrieves a contact.
Action
Get a Document
Retrieves a document.
Action
List Contacts
Retrieves a list of contacts.
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FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.